Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 601 MERRITT 7 · NORWALK, CT 06851 | Advisory (Plan) | $139,035 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 DEPT 0511 PO BOX 120511 · DALLAS, TX 75312 | Accounting | $56,125 |
CAMMACK LARHETTE ADVISORS5+ years Service code 17 · EIN 20-4668732 40 WALL ST · NEW YORK, NY 10005 | Pension Consulting | $53,167 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 11 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $12,899 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,237 | $204,517+21.9% | $69,480+258.7% | $77,775+220.5% |
| Participation rate | 97.2% | 74.6%+22.6pp | 74.6%+22.6pp | 73.2%+24.0pp |
| Annual return | 16.73% | 22.10%-5.4pp | 28.99%-12.3pp | 32.58%-15.8pp |
| Employer contribution / active EE | $6,944 | $3,548+95.7% | $2,780+149.8% | $2,504+177.3% |
| Participant deferral / active EE | $6,463 | $3,478+85.8% | $3,537+82.7% | $3,966+63.0% |
| Admin fee / account holder | $68 | $101-32.6% | $3,840-98.2% | $100-32.3% |